Retirement & Wealth Advisor (Licensing Provided)

Equitable Advisors; Jacksonville, Northern (FL, KY); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

FINRA sponsorship

Virtual University

Mentorship program

Leadership development

Professional designations support

Competitive base salary + commissions

Benefits package

Job summary

Equitable Advisors in Jacksonville seeks individuals to join The Retirement Benefits Group to help professionals in education, healthcare, and government secure retirement readiness. The role offers a pathway from licensing to wealth management with a structured development plan.

You will train through FINRA licensing, participate in a 120-day PEP, and access virtual university, mentorship, and leadership programs, with base salary plus commissions and bonuses.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others' lives.
• Ability to work with top performers in a collaborative setting.
• Must be authorized to work in the United States.

Responsibilities

• Engage clients and grow networks in established markets.
• Educate clients on financial products and services tailored to needs.
• Analyze and organize client data, ensure confidentiality, implement solutions.
• Maintain a flexible schedule to balance work and life.
• Travel to local schools and municipalities for client engagement.

Skills

Networking

Communication

Self-confidence

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent skills and work experience

State Life & Health, SIE, Series 7, Series 66 licensing

Tools

FINRA Sponsorship

Job description

Equitable Advisors in Jacksonville seeks individuals to join The Retirement Benefits Group to help professionals in education, healthcare, and government secure retirement readiness. The role offers a pathway from licensing to wealth management with a structured development plan.

You will train through FINRA licensing, participate in a 120-day PEP, and access virtual university, mentorship, and leadership programs, with base salary plus commissions and bonuses.